Legal Intake Specialist
B. Pleasant Law, PLLC
San Antonio, TX US
Posted ago
B. Pleasant Law, PLLC

Our law office is growing fast and we’re searching for a full-time Legal Intake Specialist to help us succeed! You’ll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on our clients’ lives excites you, start your application today!

Hours are from 8 or 9 am to 5 pm, depending on need.

  • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
  • Manage attorney schedules, including prospective client consultations, to foster caseload growth
  • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
  • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
  • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently

  • Manage incoming calls and incoming e-mails from prospective clients to set appointments
  • Run conflict checks
  • Provide information about our law firm and its services
  • Make outbound calls and follow up with prospective new clients

  • Previous experience with CRM and case management software desired
  • Strong ability to communicate eloquently and empathetically a must
  • Background in the legal industry preferred
  • Skilled with Microsoft Office, especially Microsoft Excel
  • High school diploma or GED is a requirement; Bachelor’s degree is a plus

  • Positive and Professional Demeanor
  • Ability to Prioritize and multitask

$14 - $18 hourly
About B. Pleasant Law, PLLC

B. Pleasant Law, PLLC is a firm that services the needs of local businesses and those who desire to form, grow, or protect their business, real estate investors, buyers, and sellers. and agents, and meets the needs of those who have been injured. While we love to help people learn and develop, we are at a stage in growth where we don’t have the time for that right now. This position requires you to be an experienced self-starter.

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